Family Financial Services, LLC
Family Financial Services, LLC (CRD# 171532) is a financial advisory firm headquartered in , . They manage $21,146,473 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$335,658
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jack Zugay (CRD# 5576173) is an Investment Advisor Representative working at Family Financial Services, LLC in Cleveland, OH and has 1 year of experience in the finance industry. Jack Zugay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.